Claude, OpenAI’s GPT model and Gemini were asked for twelve ASML fiscal 2025 figures without web search. A short Python check against the 20-F’s XBRL found Claude’s wrong capex, cash and R&D figures and a diluted EPS answer that equals the basic figure; with web search, Claude matched every filed figure.
A yfinance rate limit error can come from the session you pass in. Python code that counts the requests behind each yfinance call, backs off, catches empty downloads and caches results, worked on ASML.
Claude, OpenAI’s GPT model and Gemini read the same Alphabet 10-K with the same prompts, twice each. Every figure matched the filing and every run refused the trap questions; one run picked a different stock-based compensation figure.
Python code that flattens the SEC’s XBRL company facts into JSON and parses a filing’s XBRL instance for the regional and product figures the API leaves out, worked on ASML.
Claude Code built a DCF of Alphabet from SEC XBRL data in three minutes. Every input matched the filings; the balance sheet was a quarter old and $131.5 billion of securities were left out.
Free Python code that pulls a company’s XBRL financial data from the SEC EDGAR API, worked on Alphabet and checked against its 10-K.
Lumentum sells lasers as hardware, mostly into AI data center networks. Where its revenue comes from, why its margins swing, who its customers are and what to watch.
Bloomberg says builders of NVIDIA systems are preparing price increases of more than 15% in many cases as memory costs rise. That is the Micron thesis in one sentence. Disclosure: I currently hold a long position in MU and in NVDA. This piece first went out on Sector Playbook. If you want the next one…
Updated August 2026. This page started as a March 2025 revenue forecast. The question people are actually typing is whether Waymo is profitable. That is the question this version answers. Waymo is not a profitable standalone company in 2026. Alphabet does not publish a Waymo income statement. The closest public line is Other Bets, the…
The energy cost story is a red herring. The real risk is sitting in a data center in Bahrain. There is a question bouncing around finance Twitter right now that goes roughly like this: “Oil is at $110. Natural gas is spiking. Doesn’t this crush hyperscaler margins?” It’s a reasonable question. It’s also the wrong…